Financial Planning Expert

1 day ago


Wellington, Telford and Wrekin, United Kingdom Cavendish Maine Full time
Job Overview

Cavendish Maine is seeking an experienced and skilled Paraplanner to join our team of Chartered Financial Planners. As a key member of our financial planning team, you will play a vital role in providing high-quality advice to individuals, families, and businesses.

The ideal candidate will be a Diploma Qualified Paraplanner with strong technical knowledge across all aspects of Financial Planning, ideally with a desire to obtain Chartered Status. This is an excellent opportunity for someone looking to take their career to the next level and contribute to the success of our organization.

About the Role
  • Interpret and analyze data obtained by Advisers.
  • Work predominantly from the office, although flexible working arrangements may be considered.
Key Responsibilities
  1. Provide comprehensive financial planning advice to clients.
  2. Analyze and interpret complex financial data to inform client recommendations.
  3. Maintain accurate records and documentation.
Requirements
  • Diploma Qualified Paraplanner status or equivalent experience.
  • Strong technical knowledge of Financial Planning principles and practices.
  • Desirable: Chartered Status or willingness to work towards it.
Benefits
  • Competitive salary up to £45,000 (dependent on experience).
  • A comprehensive benefits package including company pension scheme.
  • Ongoing training and development opportunities.


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